wealth planning administrator jobs in Harrow

You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion.

You will provide excellent levels of service to clients.

A financial advisory firm in Harrow seeks an experienced Wealth Advisor to provide independent financial advice, primarily in investments and retirement planning. The role involves maintaining client relationships, ensuring compliance with regulations, and utilizing client management systems. The ideal candidate has Competent Adviser status, strong teamwork skills, and an enthusiasm for helping...

You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications. Key Responsibilities Supporting financial planners in preparing client reports and recommendations Conducting research and analysis across investments, pensions, and protection products

FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROWWe are looking for an experienced Financial Administrator to join our clients SJP Practice based near Harrow, London . This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms...

Financial Administrator (IFA) - London, Harrow Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted.Point of contact for Adviser / PA queries in relation to...

We are currently working with a Financial Planning practice who are looking to recruit an IFA Administrator in their Harrow office. They are looking for someone who has experience working in a similar role. Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales;...

About The Role Job Title: Baler and Compactor Field Service Engineer Division: phs Wastekit Purpose of Role Service Engineers are responsible for servicing and maintaining recycling equipment on a reactive and scheduled basis. They will work towards achieving their own targets as well as customer SLAs. Service level agreements are agreed and set with our customers and must be achieved. Service...

Executive Assistant – Job DescriptionPatria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually observes reality, anticipates trends and adapts to capture them. Here we are home to professionals who carry this entrepreneurial spirit, who know how to transform ideas into real business opportunities, and who are engaged in the development and perpetuation of...

Job Description Join Our Team at Busy Bees – Leading Nursery Group in the UK Are you a passionate leader with a background in early childhood education and management? As an Assistant Centre Director at Busy Bees, you will support the Centre Director in overseeing the day-to-day operations of the centre. This is a fantastic opportunity for someone who thrives in a dynamic, fast-paced...

CRM Lifestyle ExecutiveJoin to apply for the CRM Lifestyle Executive role at Moneybox . About MoneyboxMoneybox is the award‐winning app that helps you turn your money into something greater. We've brought saving, investing, home‐buying, and retirement services all together into one simple app, so it's easier than ever to achieve your goals and build wealth, whatever your starting point. Job...

Your primary responsibility will be to provide professional support to our customers. Working closely with the Garden Centre Manager to help the business to succeed. Rota: Full time 40hrs, Every Wednesday off with alternate weekends Main duties and responsibilities: • Provide an enjoyable shopping experience for everyone by: • Ensuring all customers are greeted and offered assistance •...

OverviewWe are delighted to be partnering with a respected wealth management and financial planning firm to recruit a qualified Financial Adviser. This is an exceptional opportunity for a driven and client-focused professional to deliver high-quality, regulated advice while benefiting from strong earning potential and a supportive, growth-oriented environment.The successful candidate will provide...

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role.Strong IT skillsIHT...

You will be the first point of contact for your clients and will provide independent advice, mainly, but not limited to, the following areas: investments, pension funding, retirement planning, tax mitigation, Trusts and IHT, protection and later life planning.

Your primary responsibility will be to provide management support to the Gift Department. Working closely with the Garden Centre Manager to help the department to succeed. Rota: Full Time, 40hrs with alternate weekends Main duties and responsibilities: • Maintain good control over stock levels, including accurate ordering and stock clearance where necessary • Co-operate fully with line...

About The Role Job Title: Baler and Compactor Field Service Engineer Division: phs Wastekit Purpose of Role Service Engineers are responsible for servicing and maintaining recycling equipment on a reactive and scheduled basis. They will work towards achieving their own targets as well as customer SLAs. Service level agreements are agreed and set with our customers and must be achieved. Service...

Type of Position: Financial Administrator (IFA) - London, HarrowPay: £25,000 - £30,000Reference: #2331216Our client is looking for a Financial Administrator to join their team in London . The Administrator will help provide admin support to both the office manager and financial adviser.PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted.Point of...

Paraplanner (IFA) - London, Harrow Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adherence to Management System & ControlsMaintain an up to date knowledge of company policies and...

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank youParaplanner (IFA) - London, Harrow22/06/2025Type of Position: Paraplanner (IFA) - London, HarrowPay: £30,000 - £40,000Reference: #2331217Overview Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow . This is a key role within the business, providing...

Overview We are delighted to be partnering with a respected wealth management and financial planning firm to recruit a qualified Financial Adviser. This is an exceptional opportunity for a driven and client-focused professional to deliver high-quality, regulated advice while benefiting from strong earning potential and a supportive, growth-oriented environment. The successful candidate will...